See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,818 | $61,660+61.9% | $80,019+24.7% | $64,186+55.5% |
| Participation rate | 94.6% | 71.7%+22.9pp | 75.8%+18.8pp | 69.6%+25.0pp |
| Annual return | -5.84% | -0.33%-5.5pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,236 | $1,810+78.8% | $2,468+31.1% | $2,381+35.9% |
| Participant deferral / active EE | $2,471 | $2,968-16.7% | $3,686-33.0% | $3,470-28.8% |
| Admin fee / account holder | $4,827 | $5,417-10.9% | $6,521-26.0% | $4,888-1.3% |